MOVE.IT USER MANUAL VERSION 4

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1 MOVE.IT USER MANUAL VERSION 4 Information in this document is subject to change without notice. Companies, names and data used in examples herein are fictitious unless otherwise noted. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Run.IT Systems and Goldman Marcus, Inc.. Goldman Marcus, Inc. All rights reserved, 2001 Run...It is a trademark of Goldman Marcus, Inc. Run.It! Retail Software System Move.It! Module 1

2 MOVE.IT... 4 ABOUT MOVE.IT... 4 Accessing the Move.It Module... 4 TRANSFER OVERVIEW... 5 TRANSFER, TRANSFER ORDERS... 6 Creating a New Transfer Order... 8 Creating a Transfer-In Order Creating a Transfer Out Order Transferring Between Stores (Inter-Store Transfer) Displaying the Stores on a Transfer Order...16 Auto Distro Creating a Auto Distro Editing Distribution Information...20 Automatically Transferring Goods...21 Serialize TRANSFER, TRANSFERRED MERCHANDISE TRANSFER, CONFIRMATION OF TRANSFER TRANSFER, SHOW CONFIRMATIONS TRANSFER, DISTRIBUTION TABLES TRANSFER, UPDATE DISTRIBUTION TABLES Review Distribution Tables TRANSFER, KITS Creating a New Kit Disperse Kits TRANSFER, BULK ITEMS Creating a Bulk Item Breakup Kit Disperse Bulk Item Breakup Kits INVENTORY, NEW STYLES Entering a New Style Specifying New Inventory General Detail Specifying New Inventory Categories Specifying New Inventory Settings Specifying New Inventory Sizes and Extensions INVENTORY, VIEW STYLES View and Edit Inventory Setting Customer Pricing Tables Additional Tasks from the Customer Pricing Table...40 INVENTORY, STOCK INFORMATION Changing the Display Type Quantities...42 Rental Pricing...43 Analysis...43 Prices and Costs...44 Markdowns...45 Price Move.It! Module Run.It! Retail Software System

3 Average Cost...46 Last Cost...46 Rental...46 Original Price...46 Other Prices (Suggested Retail, Original Price)...46 Rates...48 Set Commission Rate...48 Set Spiff...48 Set Sales Tax...49 NVENTORY, REPORTS INVENTORY, BARCODES REPRINT INVENTORY, CHANGE STYLE ATTRIBUTES PRICING, BATCH PRICING Creating a New Batch Processing Pricing Batches PRICING, BATCH MARKDOWN Processing Batch Markdowns Specifying Exception Information PRICING, MARKDOWN LIST Accessing the Markdown List Shortcut Menu Automatic Markdown Commit PRICING, COUPON Creating a New Coupon PRICING, TIMED SALE SETUP Creating a New Timed Sale Processing a Timed Sale PRICING, TIME SALES LIST PRICING, QUANTITY PRICING Creating a New Quantity Pricing Group ADMINISTRATION, BRAND MAINTENANCE Adding a Brand Attaching a Vendor Attaching a Remit To Attaching a Picture ADMINISTRATION, SIZE AND EXTENSIONS MAINTENANCE Size Runs Adding a Size Run Adding an Extension Run Shortcuts for Entering Size Run...75 Additional Examples of Size Runs...75 ADMINISTRATION, CATEGORY MAINTENANCE Adding an Inventory Category ADMINISTRATION, REORDER POINTS ADMINISTRATION, FAVORITE RUN ADMINISTRATION, LINKED ITEMS Linking Styles ADMINISTRATION, SUGGESTED ITEMS Creating a New Suggested Item ADMINISTRATION, SUBSTITUTE ITEMS Creating a New Substitute Item Run.It! Retail Software System Move.It! Module 3

4 Move.It About Move.It The Move.It module section covers transfers and Inventory functions and provides detailed instructions on creating, editing, and searching transfers and inventory. Run.It treats sized based and Non-sized based merchandise in different ways. The sizing mode preference must be selected in the File, For this computer Only Options. However you may over ride the preference by selecting Edit. from the tool bar can choosing NO-Size Mode and Size Mode selections. NOTE You can not mix size and non-size merchandise on the Transfers or Purchase Order. The differences between the modes include the following: When you are in No-Size Mode Transfer Orders can only contain No-Size merchandise. Kits can only be non-sized-based. Only No-Size styles can created in New Styles. Stock Information does not display a Size column. Inventory Reports display information in no-size format. When you are in Size Mode Transfer Orders can only contain Size merchandise. Kits can only be sized-based. Only Sized styles can created in New Styles. Stock Information displays a size column. Inventory Reports display information in size-based (grid) format. Accessing the Move.It Module 1. Launch Run.It and, on the main Run.It window, select the Move It icon.in the Login dialog box, enter your User Name and Password, and select OK. The main Move.It window displays. 4 Move.It! Module Run.It! Retail Software System

5 Transfer Overview Transfers are one of the primary tools in Run.It for moving inventory into, out of, and between stores. Whenever you receive merchandise that is not from a purchase order, you must use a transfer. Whenever you move inventory out of your stores (without a return authorization) you must use a transfer. Whenever you move merchandise between your stores, you must use a transfer. NOTE Inter-store Transfers between locations can be created in both Move.It, Transfer Orders or within the Sell.It, Run Sales, Quick Transfer. If you need to make any corrections to your inventory quantities, use a transfer. Whenever a Physical Inventory count reconciles the Inventory On-Hands a Physical Adjustment Transfer is automatically created. Refer to the chapter called, Count.It. If you want to combine the functions of creating Inventory and creating a Transfer you can use a Transfer Order. Unlike Purchase Orders and RA s, Transfers are only used for your internal inventory tracking. Therefore, if you are moving 10 styles at one time, you can either put all 10 styles on a single transfer or distribute them among multiple transfer orders. NOTE Since you can enter an unlimited number of transfer orders, it is highly recommended that you place no more than 20 styles on one transfer order. Normally, when a transfer order is saved, the inventory quantities of all the styles and stores are automatically updated. Each store that receives merchandise from a transfer order can confirm the quantities received. This helps to ensure that no pieces are lost or stolen in transit. NOTE If you select the Inventory adjusted upon transfer confirmations option (File, Options, Inventory/Orders) the inventory quantities of the stores receiving merchandise from a transfer order is not updated until the transfer is confirmed. Run.It! Retail Software System Move.It! Module 5

6 Transfer, Transfer Orders Through the Transfer Orders function, you can move inventory into a store, out of a store, or between stores. WARNING NEVER use Transfer In to enter inventory received from another of your stores. Use inter-store transfers. Transfer In should ONLY be used to enter merchandise that is received from outside your business. Normally, inventory is automatically updated for all stores on the transfer when you save it. However, if you have selected the Inventory adjusted upon transfer confirmations option (found under File, Options, Inventory/Orders) inventory is not updated in stores (except the ones in which the transfer is entered) until they have confirmed the transfers. Refer to the section in this chapter entitled, Transfer, Confirmation of Transfer. WARNING Once a transfer method (Transfer In, Transfer Out, Inter-Store) has been selected and a style has been entered, the transfer type of that transfer order cannot be changed and you can not add stores. If you have already entered styles on the transfer order and you realize that you have selected the wrong type, the transfer order must be cancelled and you must start a new transfer of the correct type. Therefore, it is important that you make certain you have selected the correct transfer type for each transfer order that you enter. From the Move.It menu, select Transfer, Transfer Orders. The Transfer Orders window displays. 2. To view a list of transfer orders currently in the system for a given date range, do the following: In the Date (from) field, enter the applicable date in the format M/D/YYYY or, select the Calendar icon and select the date. The current date is the default. In the to field, enter the end date range in the format MM/DD/YYYY or, select the Calendar icon and select the date. If you have an existing transfer order #, clear the dates field and enter the number in the T/O# field. 6 Move.It! Module Run.It! Retail Software System

7 Select Search. All transfer orders matching the specified criteria is shown. 3. From the Transfer Orders window, you can also perform the following tasks: Create a new transfer order (to transfer items in, out, or between stores) by selecting New. Refer to the instructions in this section entitled, Creating a New Transfer Order. Depending upon your level of security access, you can either Edit or (View) a particular transfer order. Highlight the transfer order and select Edit or (View). You can edit or view transfers, and also print tickets. When you are finished with this transfer order select OK. A Transfer can only be edited on the date the transfer is created. Any next day modifications of inventory can be only be adjusted by creating a new transfer. Send a transfer order via facsimile by highlighting it in the list, and selecting Fax T/O. Print a transfer order by highlighting it in the list, and selecting Print T/O. Print the list of all transfer orders shown by selecting Print List. While viewing the transfer listing, you can use the mouse to right-click on an T/O to view the number of pieces moved in or out by store on this transfer order. It also shows the total cost of these pieces Close and exit the window by selecting Exit. Run.It! Retail Software System Move.It! Module 7

8 Creating a New Transfer Order While viewing the Transfer Orders window, select New. 4. Make your selections/entries based on the guidelines below. 5. When all selections/entries are made, select OK. FIELD/BUTTON Transfer # Line # Expand [Compress] Transfer In Transfer Out Inter Store Date Comment View Price Auto Distro Tickets Printed DESCRIPTION By default all new transfers are labeled New. Transfer # s are automatically assigned sequentially once the new transfer is saved by selecting OK. This indicator, located near the top of the transfer order window, will let you know at any given time how many lines are currently on the transfer order. If you wish to alter the current display so that more line items are shown, select the Expand button. This automatically compresses the top portion of the window. To return the window to its original state, select Compress (which is what the Expand button is now called). Selects the type of transfer order this is. Transfer In brings merchandise to your store. Transfer Out sends merchandise to another location. Inter Store moves merchandise between stores. Once a transfer method has been selected and a style has been entered, the transfer type or store of that transfer order cannot be changed. If you have selected the wrong transfer type, the transfer must be cancelled and you must start a new transfer of the correct type. Transfer In increases your inventory by the quantity you transfer in Transfer Out reduces your inventory by the quantity you transfer Out Inter-store transfer reduces the inventory of the From store and increases the inventory of the To store. By default, the current date displays. This field cannot be edited. Enter any comments that relate to this transfer order. Controls whether the brand and price of the styles entered on the Transfer Order window are displayed or not. To include the price, select in the check box so a checkmark displays. To omit to price, leave the check box blank. Applies to size-based transfer orders only. Applies only to Inter Store transfers. Refer to the section in this chapter entitled, "Auto Distro." Indicates that a tickets have been printed for this Transfer Order (On the T/O Window) 8 Move.It! Module Run.It! Retail Software System

9 Add Store Delete Store Store Listing Style/Desc Copy Run View Item Best Run Kill Style Serialize Add Styles Tickets UPC s Auto Adds and/or removes stores from the current transfer order. Select Add Store to open a dialog box through which you select the store/group. To delete a store, highlight the store in the store listing, select Delete, and confirm the deletion when prompted. Can modify stores after a style has been added to the T/O. Displays a list of all stores currently selected for this transfer order. Use the Add Store/Delete Store buttons to change this listing. Allows you to select the styles to include in this transfer order. To add an item, do the following: Select in the cell below the Style/Desc column heading. (The cell should turn blue.) Enter the style number for the first style on this transfer (barcode # s can not be entered into this field. If Run.It does not recognize this style number, you are prompted to search through existing styles, adding this as a new style. This style displays on the Transfer Order with its description. There is a row for each store and/or extension within the style. There is a column to enter a quantity for each size in this style s size run if this is size-based merchandise. Size-based vs. No-size Transfers. For no-size, the cell under Quan is highlighted in blue. Enter the number of units being transferred in. Press Enter on your keyboard and the Cost cell is be highlighted. Change the cost to the amount that you are currently paying for each unit of the item if different than the displayed amount. If this item has serial numbers, select Serialize to enter the serial numbers that are being received Press Enter to go to the next line on the order. For size-based, the Cost on the first line is highlighted. Change this cost to the amount that you are currently paying for each unit of the item. After you have entered the cost, press Enter on your keyboard. The cell for the first size in the run will be highlighted in blue. Enter the quantity being transferred in for each size. Press Enter on your keyboard to go to the next cell. When you reach the end of a line, press Enter to go to the next line on the order. The total quantity being transferred in for each line will be shown in the Quan cell. Copies the quantities from the previous line to the current line. This does not apply to items on the first line (since there is no line above this line). You should only use Copy Run if the current line and the line directly above it has exactly the same size run. Applies to size-based transfer orders only. Displays the View Inventory window for the highlighted style. It shows the descriptors for the style and the full grid showing the inventory quantities for this style in each store. For more information on this display, refer to the section in this chapter entitled, Inventory, View Styles. Determines the optimal run for a specified quantity or cost of merchandise, based upon past sales of the item. Enter either the total number of pieces to transfer, or the total dollar amount to transfer for the current line of the order. Run.It produces a best run for the item. Applies to size-based transfer orders only. Removes a style from the current transfer order. Highlight the item you want to completely remove, and select Kill Style. This button is used if you use serial numbers to catalog your inventory. This is only available for no-size merchandise. In order to utilize serial numbers you must also enable the Use Serial Numbers through File, Options. Allows you to search and select groups of styles to be included on this transfer order. When selected, prints a ticket containing product information and barcodes for each piece that is on the current transfer order. In addition, the TKTS field is updated on the transfer order and transfer listing screen. Used to view a style s barcode and to add alternative barcodes, do the following: Select the line containing the barcode you want to add the alternative barcode. Select Enter Alternative barcode. In the Enter Alternative barcode field, select the barcode you want to add, and scan (or type) the alternative barcode. All the merchandise s barcodes will be updated for all stores Used to automatically enter transferred goods through a scanner and/or data collector. Run.It! Retail Software System Move.It! Module 9

10 Alter Style Fav. Run Allows you to view and modify style information (department, price, etc.). To modify a particular style, highlight it, and select Alter Style. The View Inventory window displays, containing the descriptors for the style and the full inventory grid for each store. From the View Inventory button bar, select the button for the information you want to alter-- Stock#, update price tables, Add Size/Ext. Make the changes in the applicable windows, and select OK. For more information on this display, refer to the section in this chapter entitled, Inventory, View Styles. Transfers inventory based upon standard quantities you have set for this particular size run. For complete details on this function, refer to the section in this chapter entitled, "Administration, Favorite Runs." 10 Move.It! Module Run.It! Retail Software System

11 Creating a Transfer-In Order A Transfer-In Order is used to do the following Add quantities of merchandise into specific store s inventory Create new styles Create new styles and add quantities of merchandise into specific store s inventory. When you first begin using the Run.It system, use the Transfer In option to enter all of your existing inventory. In addition, you also use Transfer In to enter newly received merchandise that is not on a purchase order WARNING If you want to transfer pieces from one of your stores to another of your stores, use Inter-Store Transfers. Do not use Transfer In. From menu, select Transfers, Transfer Orders. 6. In the Transfer Orders window, select New. The Transfer IN#NEW window displays. 7. Select Transfer IN. (Default selection) 8. In the Comment field, enter any details related to this transfer. 9. If applicable, add or delete any stores. Refer to the instructions in this chapter entitled, Adding or Deleting a Store. 10. In the middle of the window, and select the cell directly beneath the Style/Desc column, so that it is highlighted in blue. Then, do any of the following: Enter a complete style # and/or name, press Enter. Create a New Style. Enter the style of the item that you want to add to the inventory. If the style number you enter is not recognized, a window displays, giving you the choice of searching for the style or creating a new style. Select New Style. Enter the Brand and description of this style. Enter the prices and cost for this style. Set the categories and settings for this style. If this style has extensions, enter the extension scale. For size-based merchandise, you must also enter the size run for the style. When all information for this new style is set, select OK. The new style displays on the transfer order. For more information on entering a new style, refer to New Styles Chapter. Select Auto. Select Start and either scan the barcode tags or to download the data collector. Or select download from disk to select a barcode text file to download. Note: Make sure you print a barcode error list if you have errors. You cannot go back and print this at a later. When finished select done to return to the T/O. NOTE If Run.It does not recognize this style number, it gives you the option of searching through existing styles. Refer to the following options: Enter a partial style # and/or name. Search for a Style. If you know that a style is in your Run.It system, but you are not certain of its full style #/name, you can search for it. To search for the style #/name, enter any characters in the style/desc field and press Enter on your keyboard. A window displays on the window giving you the choice of creating a new style or searching for a style. Select Search for Style. The Pick Style window will be displayed. To find the style you want, enter search criteria either in the Quick Search tab or the Advanced Search tab and then select Search. If you leave all fields blank and select Search, all styles will be displayed. If you enter some characters in the style field, all styles starting with those characters will be displayed. When you find the style you want, highlight it and select OK. This style displays on the transfer order. Select Add Styles button. The Inventory listing window displays. To find the style you want, enter search criteria either in the Quick Search tab or the Advanced Search tab and then select Search. If you leave all fields blank and select Search, all styles are displayed. If you enter some characters in the style field, all styles starting with those characters will be displayed. When you find the style you want, highlight it and select OK. This style displays on the transfer order. Run.It! Retail Software System Move.It! Module 11

12 11. The style displays on the Transfer Order with the corresponding description. A row displays for each store and/or extension within the style, along with a column for each size in this style s size run (if this is sizebased merchandise). 12. If you are transferring size-based items, do the following: Change the entry in the Cost cell to the amount that you are currently paying for each unit of the item if necessary. Then press Enter. The cell for the first size in the run is highlighted in blue. Enter the quantity being transferred out for each size. When you press Enter, one of following occurs: If there is another cell in the current line, you move to that cell. If there are no additional cells in the current line, you move to the next line. Verify that the total shown in the Quan cell matches the total you want to transfer. 13. If you are transferring no-size items, do the following: For no-size, the cell under Quan is highlighted blue. Enter the number of units being transferred in. Press Enter on your keyboard and the Cost cell is highlighted. Change the cost to the amount that you are currently paying for each unit of the item if necessary. If this item has serial numbers, select Serialize to select the serial numbers that are being transferred out. Press Enter to go to the next line on the transfer. 14. When all styles have been entered on the T/O, do any of the following: Select Tickets to print tickets for the exact quantity listed on the transfer. Select UPC to add additional barcode # s to the items listed on the transfer Select OK to save Transfer Order and to print the transfer order NOTE When a transfer order is finished, a report of the transfer may automatically be printed. This depends upon what is set for the Print Transfer Orders option in the File, Options, Options for this computer only. If NEVER is set, then a report will not be printed for the transfer order. If ALWAYS is set, then a report will automatically be printed after each transfer order is completed. If ASK is set, Run.It prompts you after each transfer order is completed as to whether or not you want to print a report. IF the option is left blank the default is ASK. 12 Move.It! Module Run.It! Retail Software System

13 Creating a Transfer Out Order A Transfer out is used to do the following, Remove quantities of merchandise out of a specific store s inventory WARNING If you want to transfer pieces from one of your stores to another of your stores, use Inter-Store Transfers. Do not use Transfer Out. From menu, select Transfers, Transfer Orders. 15. In the Transfer Orders window, select New. The Transfer IN#NEW window displays. 16. Select Transfer OUT. 17. In the Comment field, enter any details related to this transfer. 18. If applicable, add or delete any stores. Refer to the instructions in this chapter entitled, Adding or Deleting a Store. 19. In the middle of the window, select the cell directly beneath the Style/Desc column, so that it is highlighted in blue. Then, do any of the following: Enter a complete style # and/or name, and press Enter. Select Auto. Select Start and either scan the barcode tags or to download the data collector. Or select download from disk to select a barcode text file to download. Note: Make sure you print a barcode error list if you have errors. You cannot go back and print this at a later. When finished select done to return to the T/O. NOTE If Run.It does not recognize this style number, it gives you the option of searching through existing styles. Refer to the following options: Enter a partial style # and/or name. Search for a Style. If you know that a style is in your Run.It system, but you are not certain of its full style #/name, you can search for it. To search for the style #/name, enter any characters in the style/desc field and press Enter on your keyboard. A window displays on the window giving you the choice of creating a new style or searching for a style. Select Search for Style. The Pick Style window will be displayed. To find the style you want, enter search criteria either in the Quick Search tab or the Advanced Search tab and then select Search. If you leave all fields blank and select Search, all styles will be displayed. If you enter some characters in the style field, all styles starting with those characters will be displayed. When you find the style you want, highlight it and select OK. This style displays on the transfer order. Select Add Styles button. The Inventory Listing window displays. To find the style you want, enter search criteria either in the Quick Search tab or the Advanced Search tab and then select Search. If you leave all fields blank and select Search, all styles will be displayed. If you enter some characters in the style field, all styles starting with those characters will be displayed. When you find the style you want, highlight it and select OK. This style displays on the transfer order. 20. The style displays on the Transfer Order with the corresponding description. A row displays for each store and/or extension within the style, along with a column for each size in this style s size run (if this is sizebased merchandise). 21. If you are transferring size-based items, do the following: Change the entry in the Cost cell to the amount that you are currently paying for each unit of the item if necessary. Then press Enter. The cell for the first size in the run is highlighted in blue. Enter the quantity being transferred out for each size. When you press Enter, one of following occurs: If there is another cell in the current line, you move to that cell. If there are no additional cells in the current line, you move to the next line. Verify that the total shown in the Quan cell matches the total you want to transfer. Run.It! Retail Software System Move.It! Module 13

14 22. If you are transferring no-size items, do the following: For no-size, the cell under Quan is highlighted blue. Enter the number of units being transferred out. Press Enter on your keyboard and the Cost cell is highlighted. Change the cost to the amount that you are currently paying for each unit of the item if necessary. If this item has serial numbers, select Serialize to select the serial numbers that are being transferred out. Press Enter to go to the next line on the transfer. 23. When all styles have been entered onto the T/O, do any of the following: Select Tickets to print tickets for the exact quantity listed on the transfer. Select UPC to add additional barcode # s to the items listed on the transfer. Select OK to save Transfer Order and to print the transfer order. NOTE When a transfer order is finished, a report of the transfer may automatically be printed. This depends upon what is set for the Print Transfer Orders option in the File, Options. If NEVER is set, then a report will not be printed for the transfer order. If ALWAYS is set, then a report will automatically be printed after each transfer order is completed. If ASK is set, Run.It will ask you, after each transfer order is completed, whether or not you want to print a report. IF the option is left blank the default is ASK. 14 Move.It! Module Run.It! Retail Software System

15 Transferring Between Stores (Inter-Store Transfer) Inter-Store Transfers are used to move pieces of inventory from one of your stores to another. You will find this useful if you receive most of your purchase orders in a central location (such as a warehouse) and then transfer the merchandise out to your various stores. Whenever you move inventory from one store to another, you must use an Inter-Store Transfer. You can not create new inventory on an inter-store transfer. Normally, inventory is automatically updated in all stores on the transfer order when it is saved. However, if you have selected the Inventory adjusted upon transfer confirmations option in the Company Information (File, Options, Inventory/Orders), inventory is not updated in the stores (except the one in which the transfer is entered) until the receiving store has confirmed and accepted the inter-store transfer. Refer to the instructions in this chapter entitled, To transfer inventory between stores, do the following: From menu, select Transfers, Transfer Orders. 24. In the Transfer Orders window, select New. The Transfer IN#NEW window displays. 25. In the Transfer IN#NEW dialog box, select the Inter-Store button. 26. The From Store pull-down menu displays. Select the number of the store from which the merchandise on this transfer is leaving. 27. Enter any comments for this Transfer in the Comments field. 28. If applicable, add or remove a store(s). Refer to the instructions in this chapter entitled, "Adding or Removing a Store." NOTE If you want the units being transferred between the stores on this transfer to be based upon your Distribution Tables, check Auto Distro at the top of the screen. Refer to the discussion in this section entitled, Auto Distro. 29. In the middle of the window, and select the cell directly beneath the Style/Desc column, so that it is highlighted in blue. Then, do any of the following: Enter a complete style # and/or name, press Enter. Select Auto. Select Start and either scan the barcode tags or to download the data collector. Or select download from disk to select a barcode text file to download. Note: Make sure you print a barcode error list if you have errors. You cannot go back and print this at a later. When finished select done to return to the T/O. Run.It! Retail Software System Move.It! Module 15

16 NOTE If Run.It does not recognize this style #/Name, it gives you the option of searching through existing styles. Refer to the following options: Enter a partial style # and/or name. Search for a Style. If you know that a style is in your Run.It system, but you are not certain of its full style #/name, you can search for it. To search for the style #/name, enter any characters in the style/desc field and press Enter on your keyboard. A window displays on the window giving you the choice of creating a new style or searching for a style. Select Search for Style. The Pick Style window will be displayed. To find the style you want, enter search criteria either in the Quick Search tab or the Advanced Search tab and then select Search. If you leave all fields blank and select Search, all styles will be displayed. If you enter some characters in the style field, all styles starting with those characters will be displayed. When you find the style you want, highlight it and select OK. This style displays on the transfer order. Select Add Styles button. The Inventory Listing window displays. To find the style you want, enter search criteria either in the Quick Search tab or the Advanced Search tab and then select Search. If you leave all fields blank and select Search, all styles will be displayed. If you enter some characters in the style field, all styles starting with those characters will be displayed. When you find the style you want, highlight it and select OK. This style displays on the transfer order. 30. The style displays on the Transfer Order with the corresponding description. A row displays for each store and/or extension within the style, along with a column for each size in this style s size run (if this is sizebased merchandise). 31. If you are transferring size-based items, do the following: Change the entry in the Cost cell to the amount that you are currently paying for each unit of the item if necessary. Then press Enter. The cell of the TO store (White line) for the first size in the run is highlighted in blue. Enter the quantity being transferred in for each size. For each cell that you transfer in there will be a corresponding negative quantity on the store transferring out (Red line). You will not be able to enter quantities on the red line. When you press Enter, one of following occurs: If there is another cell in the current line, you move to that cell. If there are no additional cells in the current line, you move to the next line. Verify that the total shown in the Quan cell matches the total you want to transfer. 32. If you are transferring no-size items, do the following: For no-size, the cell under Quan is highlighted blue of the TO store (White line). Enter the number of units being transferred in. Press Enter on your keyboard and the Cost cell is highlighted.. Change the cost to the amount that you are currently paying for each unit of the item, if necessary. If this item has serial numbers, select Serialize to select the serial numbers that are being transferred in. Press Enter to go to the next line on the transfer. 33. When all styles have been entered onto item listing section, do any of the following: Select Tickets to print tickets for the exact quantity listed on the transfer. Select UPC to add additional barcode # s to the items listed on the transfer. Select OK to save and print the transfer order. NOTE When a transfer order is finished, a report of the transfer may automatically be printed. This depends upon what is set for the Print Transfer Orders option in the File, Options. If NEVER is set, then a report will not be printed for the transfer order. If ALWAYS is set, then a report will automatically be printed after each transfer order is completed. If ASK is set, Run.It will ask you, after each transfer order is completed, whether or not you want to print a report. IF the option is left blank the default is ASK. Displaying the Stores on a Transfer Order The box in the upper right of the transfer order window displays the stores on this transfer with the quantity and cost of the merchandise transferred in and out for each store. You can add or remove stores from a transfer order as 16 Move.It! Module Run.It! Retail Software System

17 long as it does not yet have any merchandise on it. You cannot add or remove a store from a transfer order that already has merchandise on it. Adding a Store To add a store to the transfer listing, do the following: Select the Add Store button. The Store selection window displays. 34. In the Store# field, select the drop-down list arrow, and select the store you want to transfer items to/from/between. 35. To add a group of stores, do the following: Select the Group button. In the Storing Groups dialog box, highlight the desired group from the Store Groups list, then select OK. You are given the option of replacing the stores currently on the transfer with the stores in the group, or adding the selected group s stores to the stores currently on the transfer. You cannot add a store to a transfer order that already has merchandise on it. NOTE Stores Groups are setup through the File, Options, Store Information, Groups. 36. When all selection/entries are made, select OK. Removing a Store You cannot remove a store from a transfer order that already has merchandise on it. To remove a store from the transfer listing, do the following: In the TRANSFER dialog box, highlight the store you want to remove from the transfer. 37. Select the Delete button. A confirmation window displays. 38. Select Yes. Total Pieces and Total Costs Each line displays the pieces and costs of merchandise being transferred to and from the stores on this order. The totals for each column on this list The box in the upper right of the window continuously updates the total number of Pieces In, Total In (cost of pieces in), Pieces Out and Total Out (cost of pieces out) of the transfer for each store. The Totals boxes show the combined Pieces In, Total In, Pieces Out and Total Out for all stores on this transfer order. Run.It! Retail Software System Move.It! Module 17

18 Auto Distro This is used to automatically distribute transferred inventory from the warehouse to stores based upon inventory and sales data. The inventory can be distributed based upon straight Sales Activity, sales for a Brand, sales for a Department, sales for a Type, sales for a Price Point or a user-defined category. The distribution is further broken down within these categories by extension and size (if you have size-based inventory). Auto Distro is only for use with Inter-Store Transfers. Before Auto Distro can be used, the Distro Tables must first be generated. Creating a Auto Distro In the Transfer IN#NEW dialog box, select the Inter-Store button. 39. The From Store pull-down menu displays. Select the number of the store from which the merchandise on this transfer is leaving. 40. Enter any comments for this Transfer in the Comments field. 41. If applicable, add or remove a store(s). Refer to the instructions in this chapter entitled, "Adding or Removing a Store." 42. Select the checkbox next to the Auto Distro. The Distro Setup dialog box displays at the top of the screen. 43. In the Distro Method field, select the drop-down list arrow and choose the method (Sales Activity, Brand, Department, etc.) by which the inventory being transferred is distributed. NOTE If you choose Sales Activity, the Days for Analysis field appear. In this field, enter the number of days to base the distribution upon. 44. Select on the checkbox next to Reflect Current Inventory unless you want the distribution to be based solely upon sales. This means that if you are distributing by Brand and you select Reflect Current Inventory, the distribution will be based upon the quantity sold and the current stock quantities of the brand in each store. If you do not select Reflect Current Inventory, the distribution will only be based upon the quantity sold for the brand in each store. 45. In the % of Inventory to leave in warehouse field, enter the percentage of inventory being transferred that you want to leave at the warehouse. This percentage of inventory is removed from the data that the distribution is based upon. To select a warehouse location File, Options, General, Warehousing Store) 46. When all selections/entries are made, select OK. 18 Move.It! Module Run.It! Retail Software System

19 47. In the middle of the window, and select the cell directly beneath the Style/Desc column, so that it is highlighted in blue. Then, do any of the following: Enter a complete style # and/or name, press Enter. Select Auto. Select Start and either scan the barcode tags or to download the data collector. Or select download from disk to select a barcode text file to download. Note: Make sure you print a barcode error list if you have errors. You cannot go back and print this at a later. When finished select done to return to the T/O. NOTE If Run.It does not recognize this style number, it gives you the option of searching through existing styles. Refer to the following options: Enter a partial style # and/or name. Search for a Style. If you know that a style is in your Run.It system, but you are not certain of its full style #/name, you can search for it. To search for the style #/name, enter any characters in the style/desc field and press Enter on your keyboard. A window displays on the window giving you the choice of creating a new style or searching for a style. Select Search for Style. The Pick Style window will be displayed. To find the style you want, enter search criteria either in the Quick Search tab or the Advanced Search tab and then select Search. If you leave all fields blank and select Search, all styles will be displayed. If you enter some characters in the style field, all styles starting with those characters will be displayed. When you find the style you want, highlight it and select OK. This style displays on the transfer order. Select Add Styles button. The Inventory Listing window displays. To find the style you want, enter search criteria either in the Quick Search tab or the Advanced Search tab and then select Search. If you leave all fields blank and select Search, all styles will be displayed. If you enter some characters in the style field, all styles starting with those characters will be displayed. When you find the style you want, highlight it and select OK. This style displays on the transfer order. 48. The style displays on the Transfer Order with the corresponding description. A row displays for each store and/or extension within the style, along with a column for each size in this style s size run (if this is sizebased merchandise). In addition, the auto distribution will subtract quantities from the From Store and add quantities to the To Store. 49. If you are transferring size-based items, do the following: Change the entry in the Cost cell to the amount that you are currently paying for each unit of the item if necessary. Then press Enter. Verify that the total shown in the Quan cell matches the total you want to transfer. 50. If you are transferring no-size items, do the following: Press Enter on your keyboard and the Cost cell is highlighted. Change the cost to the amount that you are currently paying for each unit of the item if necessary. If this item has serial numbers, select Serialize to select the serial numbers that are being transferred out. Press Enter to go to the next line on the transfer. 51. When all styles have been entered onto item listing section, do any of the following: Select Tickets to print tickets for the exact quantity listed on the transfer. Select UPC to add additional barcode # s to the items listed on the transfer. Select OK to save and print the transfer order. Run.It! Retail Software System Move.It! Module 19

20 Editing Distribution Information While viewing the Distro Setup dialog box, select the Edit button. The Distro Tables dialog box displays. 52. Select Edit to view and manually adjust the distribution for a particular category such as department. This is the same as the Show Tables feature found in the Distro Tables menu. Example: There are 100 pair of Nike style number 555 sneakers in your warehouse. You want to distribute these sneakers amongst your three stores based upon the number of Nike sneakers in the stores. However, you want to keep 10% of these 100 sneakers in the warehouse. There are currently 12 units of Nike products in store#1, 30 units in store#2 and 8 units in store#3. After depressing the Inter Store button and setting the stores involved in this transfer, you select on the Auto Distro checkbox. For Distro Method you choose Brand. You select on the checkbox next to Reflect Current Inventory so there is now an check in it. In the % of inventory to leave in warehouse field you enter 10. Now you select OK to save the Distro Setup. In the field under Style/Desc, you enter 555 and press Enter. The quantities being transferred to each store are then automatically filled in. This is the distribution: 22 of these style#555 are transferred to store#1, 54 are transferred to store#2, 14 are transferred to store#3 and 10 are left in the warehouse. Therefore, there is now a total of 34 Nike units in store#1, 84 in store#2 and 22 in store#3. These numbers are in direct proportion to the original numbers of Nike products in each store. 20 Move.It! Module Run.It! Retail Software System

21 Automatically Transferring Goods Auto Transfer allows you to automatically transfer goods by using a scanning gun or barcode collector. It can be used for all three types of transfer. However, you can only download for one store at a time. Make certain that your prompt setting on the data collector match your Run.It setting. You can check this in File, Options, For this computer only, Invt While viewing the Transfer #New dialog box, select the Auto button. The Automatic Transfer dialog box displays. 53. In the Store field, do one of the following: If you are performing a Transfer In or a Transfer Out, select the number of the Store that is involved if there is more than one store on the T/O. If you are performing an Inter-Store Transfer, select the number of the Store that is receiving the merchandise if there is more than one store (Default is the T/O store). 54. Select Start if you are using data collector or scanning gun. Select download if using a barcode text file. If you are using a data collector, you should have already scanned all of the items into the collector. If so, begin the download process now. If you are using a laser gun, begin scanning now. While this is working you will see the barcodes on the window and be told how many barcodes have been scanned and how many errors have been found in the barcodes. Any errors (any barcode not recognized by your Run.It system) are stored. To print a list of these errors, select the Print Error List button. 55. When all selections/entries are made, select downloading or scanning is complete, select Done. The styles and units you are transferring automatically appear on the transfer order. You can now continue as you would with any other transfer. Run.It! Retail Software System Move.It! Module 21

22 Serialize This button is used if you use serial numbers to catalog your inventory. This is only available for no-size merchandise. In order to utilize serial numbers you must also enable the Use Serial Numbers through File, Options. When transferring in inventory, you will use the Serialize button to enter the serial numbers for these new items. When transferring out or between stores you will use the Serialize button to choose the serial numbers being transferred from a list of the serial numbers for this style. After you have entered the units being transferred in or out on the transfer, select the Serialize button. 56. The Serial Number window displays with a blank field for each unit of the item. 57. Scan or type each of the serial numbers that are being received or transferred out. 58. When you have entered all the serial numbers being received for this item, select OK. 59. If you are doing an inter-store T/O the Serial Number window displays with a list of all the serial numbers of this style that are currently in the store that you are transferring from. 60. Scan (or type) each of the serial numbers that are being transferred out or being transferred in to the highlighted store. You can also double-select on the serial numbers you want. NOTE For Inter-Store, you will select only the serial numbers being transferred to the store on the transfer order that is currently selected. 61. Each serial number that is currently selected will be highlighted in yellow. NOTE If you want to de-select a serial number, either scan it again or double-select it again. It will no longer be highlighted in yellow. 62. When you have selected all of the appropriate serial numbers for this line on the transfer order, select OK. 22 Move.It! Module Run.It! Retail Software System

23 Transfer, Transferred Merchandise The Transferred Merchandise listing provides a summary of each line of receiving and shipping from purchase orders, RA s and transfers. The Transferred Merchandise listing can either be viewed as a Standard List or a Detailed View. The Standard List displays each receiving line with its date, the associated transfer# or PO (RA) reference number, the store, the brand, style and extension of the item, the quantity received and the total cost of the received merchandise. The Detailed View shows all of this, plus the style s description, and the store from which this merchandise was received (From Store). The From Store is only applicable if this merchandise was received from another store using an Inter-Store Transfer. With the exception of the Show T/O button, Transferred Merchandise is identical to Received Merchandise that is found in Order.It When searching for transfer orders, the PO# (Ref#) field refers to the computer-generated PO reference number. The PO# field refers to the actual vendor s purchase order number that you enter on the PO s. You can limit the list to show only merchandise that was transferred in or transferred out. If you select on the Transferred IN checkbox to select it, the resulting list will only show merchandise that was received in the stores (from Transfers In, Inter-Store Transfers, and PO s). If you select Transferred OUT, the resulting list will only show merchandise that was moved out of the stores (from Transfers Out, Inter-Store Transfers, and RA s). If you select neither, both merchandise received and moved out will be listed. You can also limit this list by the type of order that the merchandise was received or shipped from. If you select From PO or RA, the resulting list will display only merchandise on PO s and RA s. If you select Transfers Only, the list will display only merchandise on Transfer Orders. If you select neither, merchandise from all types of orders will be listed. From the menu select Transfer, Transferred Merchandise. The Transferred Merchandise window displays with a list of all merchandise transferred and received on the current day. 63. From this window you can perform the following tasks: Search for transferred merchandise by enter the applicable criteria in the fields, and selecting Start Search. Sort the current list by selecting Sort. Show a detailed view of the current list by clicking in the check box next to the Detailed View option. View an actual breakdown by size of units on a particular transfer line by highlighting the line you want to view the size run for and select Show Run. This shows the Transfer Detail for the selected item, including basic descriptors for the style, plus a breakdown, by size, of the quantities transferred in or out. The Show Run button is only available for size-based merchandise. View the full transfer order for a particular piece of merchandise by highlighting it in the list, and selecting Show T/O. Reprint a ticket by highlighting the item and selecting Reprint Tickets. Show the descriptors for the style and the full grid showing the inventory quantities for this style in each store by selecting View Item. Print the list of all transferred merchandise by selecting Print List. Close and exit the window by selecting Exit. Run.It! Retail Software System Move.It! Module 23

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